Routing Cases
The user must have permissions to route a case for the chosen Document Type.

When routing a case to another user select Your Action is Required then Add a Note and select the In-Tray(s) to receive the case.

Items routed to a user's in-tray must be accepted or rejected from the in-tray once viewed.

The recipient user must have permissions to accept or reject a case for the chosen Document Type.

Once the case is accepted or rejected it is returned to the originator.